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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1051
Stanich Group
New York
$813K -$45K -193 -5%
SP
1052
Stonebrook Private
Michigan
$812K -$7.69K -33 -1%
PWM
1053
Peck Wealth Management
New York
$809K – – –
RPWA
1054
Regent Peak Wealth Advisors
Georgia
$807K -$255K -1,094 -25%
GVCM
1055
Global View Capital Management
Wisconsin
$802K +$168K +721 +28%
BFWA
1056
Benchmark Financial Wealth Advisors
Florida
$797K -$78K -335 -9%
MWM
1057
Melfa Wealth Management
Massachusetts
$795K – – –
SF
1058
Symphony Financial
Texas
$793K +$339K +1,457 +80%
WP
1059
Westmount Partners
California
$791K -$29.6K -127 -4%
FA
1060
Fountainhead AM
New Jersey
$787K -$8.62K -37 -1%
RMDI
1061
R.M. Davis Inc
Maine
$786K +$7.69K +33 +1%
TCOV
1062
Trust Company of Vermont
Vermont
$785K +$754K +3,236 New
OA
1063
Oxbow Advisors
Texas
$784K +$753K +3,233 New
SP
1064
Stablepoint Partners
Massachusetts
$784K +$134K +577 +22%
WSA
1065
Wealth Science Advisors
Georgia
$774K -$1.4K -6 -0.2%
HBT
1066
Heartland Bank & Trust
Illinois
$769K +$353K +1,517 +92%
ODIJL
1067
One Day In July LLC
Vermont
$768K +$204K +874 +38%
CCT
1068
Capital City Trust
Florida
$767K -$93.4K -401 -11%
DWM
1069
Darwin Wealth Management
Florida
$765K -$44.3K -190 -6%
GWS
1070
Glassman Wealth Services
Virginia
$762K -$54K -232 -7%
PWP
1071
Perfromance Wealth Partners
Illinois
$761K – – –
CAL
1072
Capital Analysts LLC
Pennsylvania
$761K -$14.2K -61 -2%
RWM
1073
Rialto Wealth Management
New York
$760K – – –
TA
1074
TrueWealth Advisors
Alabama
$760K -$14.9K -64 -2%
RPGK
1075
Retirement Planning Group (Kansas)
Kansas
$758K -$25.9K -111 -3%
41 42
43
44 45